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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $459,702 | $109,359+320.4% | $162,185+183.4% | $72,976+529.9% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 23.98% | 25.46%-1.5pp | 115.61%-91.6pp | 81.02%-57.0pp |
| Employer contribution / active EE | $4,459 | $3,907+14.1% | $5,613-20.6% | $2,440+82.8% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,297-100.0% | $3,608-100.0% |
| Admin fee / account holder | $15,493 | $7,972+94.3% | $10,844+42.9% | $5,124+202.4% |